Calamos Wealth Management’s SunPower Corporation Common Stock SPWR Stock Holding History

Calamos Wealth Management’s Portfolio SPWR Stock Details SPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-65,700	Closed	-$405K	–	342
2023 Q3	$405K	Hold	65,700	–	–	0.03%	216
2023 Q2	$644K	Hold	65,700	–	–	0.05%	178
2023 Q1	$909K	Hold	65,700	–	–	0.07%	142
2022 Q4	$1.18M	Hold	65,700	–	–	0.09%	125
2022 Q3	$1.51M	Hold	65,700	–	–	0.13%	111
2022 Q2	$1.04M	Hold	65,700	–	–	0.09%	138
2022 Q1	$1.41M	Buy	65,700 +5,000	+8%	+$91.9K	0.11%	136
2021 Q4	$1.27M	Hold	60,700	–	–	0.09%	142
2021 Q3	$1.38M	Buy	60,700 +700	+1%	+$16.4K	0.11%	130
2021 Q2	$1.75M	Hold	60,000	–	–	0.14%	114
2021 Q1	$2.01M	Hold	60,000	–	–	0.17%	105
2020 Q4	$1.54M	Buy	+60,000	New	+$1.21M	0.14%	105
2016 Q2	–	Sell	-21,796	Closed	-$319K	–	262
2016 Q1	$319K	Sell	21,796 -5,203	-19%	-$80.8K	0.06%	209
2015 Q4	$531K	Sell	26,999 -7,183	-21%	-$120K	0.11%	193
2015 Q3	$449K	Sell	34,182 -1,383	-4%	-$22.3K	0.11%	187
2015 Q2	$662K	Buy	35,565 +1,151	+3%	+$24.2K	0.16%	174
2015 Q1	$706K	Buy	+34,414	New	+$649K	0.18%	156

Other funds holding SPWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Calamos Wealth Management's SPWR Position: Q4 2023 in Review

Calamos Wealth Management sold out of SunPower Corporation Common Stock (SPWR) in Q4 2023, closing a stake of 65,700 shares — an estimated $405K sold.

Calamos Wealth Management first reported a position in SPWR in Q1 2015 and held it in 17 quarters. The position peaked at $2.01M in Q1 2021. 252 funds tracked by Wall St. Rank hold SPWR as of Q4 2023.

Calamos Wealth Management reported no remaining SunPower Corporation Common Stock position as of Q4 2023 after selling out during the quarter.
Calamos Wealth Management sold 65,700 SunPower Corporation Common Stock shares in Q4 2023, an estimated $405K.
Calamos Wealth Management first reported a position in SunPower Corporation Common Stock in Q1 2015 and held it in 17 quarters.
Calamos Wealth Management's SunPower Corporation Common Stock position peaked at $2.01M in Q1 2021.
252 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q4 2023.

Based on Calamos Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.